Summit Financial Wealth Advisors’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.22M | Buy |
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|
2025
Q2 | $1.17M | Buy |
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|
2025
Q1 | $1.21M | Buy |
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|
2024
Q4 | $1.17M | Buy |
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|
2024
Q3 | $1.22M | Sell |
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|
2024
Q2 | $1.07M | Buy |
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|
2024
Q1 | $1.07M | Sell |
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|
2023
Q4 | $1.09M | Buy |
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|
2023
Q3 | $1M | Sell |
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|
2023
Q2 | $1.41M | Sell |
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|
2023
Q1 | $1.47M | Buy |
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|
2022
Q4 | $1.48M | Sell |
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|
2022
Q3 | $1.44M | Sell |
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|
2022
Q2 | $1.59M | Buy |
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|
2022
Q1 | $1.67M | Sell |
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|
2021
Q4 | $1.83M | Buy |
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|
2021
Q3 | $1.67M | Sell |
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|
2021
Q2 | $1.74M | Sell |
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|
2021
Q1 | $1.59M | Sell |
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|
2020
Q4 | $1.57M | Buy |
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|
2020
Q3 | $1.53M | Sell |
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|
2020
Q2 | $1.7M | Sell |
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|
2020
Q1 | $1.79M | Sell |
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|
2019
Q4 | $17.7M | Buy |
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|
2019
Q3 | $15.9M | Buy |
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|
2019
Q2 | $14.1M | Buy |
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|
2019
Q1 | $12.9M | Buy |
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|
2018
Q4 | $10.6M | Buy |
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|
2018
Q3 | $336K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $415K | Sell |
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|
2017
Q4 | $1.36M | Hold |
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|
2017
Q3 | $1.31M | Sell |
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|
2017
Q2 | $3.04M | Sell |
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|
2017
Q1 | $4.09M | Buy |
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|
2016
Q4 | $3.38M | Sell |
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|
2016
Q3 | $4.04M | Sell |
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|
2016
Q2 | $4.37M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $1.76M | Buy |
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